James T. Borello RIA
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James T. Borello RIA’s Amgen AMGN Stock Holding History

James T. Borello RIA’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$78K Buy
185
+7
+4% +$2.79K 0.02% 198
2026
Q2 		$64.5K Buy
178
+20
+13% +$6.85K 0.01% 211
2026
Q1 		$55.6K Buy
158
+59
+60% +$21K 0.01% 212
2025
Q4 		$32.4K Buy
99
+39
+65% +$12.4K 0.01% 218
2025
Q3 		$16.9K Buy
+60
New +$17.4K ﹤0.01% 249

Other funds holding AMGN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

James T. Borello RIA's AMGN Position: Q3 2026 in Review

James T. Borello RIA increased its Amgen (AMGN) stake by 3.9% in Q3 2026, buying an estimated $2.79K and bringing the position to 185 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #198.

James T. Borello RIA first reported a position in AMGN in Q3 2025 and has held it in 5 quarters since. 1,184 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • James T. Borello RIA held 185 shares of Amgen worth $78K as of Q3 2026.
  • James T. Borello RIA bought 7 Amgen shares in Q3 2026, an estimated $2.79K.
  • Amgen made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #198 holding.
  • James T. Borello RIA first reported a position in Amgen in Q3 2025 and has held it in 5 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.